Create new goals with Copilot in Planner (preview)

Dylan, a software developer eager to advance his career, uses Copilot in Planner (preview) to create a personalized career development plan. It helps him track his progress and stay motivated throughout his journey.

To create goals for his plan in Planner, Dylan completes the following steps:

1. Open Planner in the Microsoft Teams app.

2. In the lower left corner, select New plan.

3. In the Create new window, select Premium.

   Note: Copilot isn't available to use in basic plans.

4. Enter a name for the new plan, select whether to pin the plan to the left navigation, and, optionally, choose a group to assign the plan to.

5. Select Create.

6. At the top right of the new plan, select Copilot  .

7. In the compose box, enter, "Create goals to grow my career in software development."

8. Select Send . Copilot generates goals and places them in the Goals tab.

After Dylan's goals to advance his career are in Planner, he can add tasks manually or ask Copilot to add suggested tasks for each of his goals.